Seasonal Tax Pro: Build Clients, Boost Savings

H&R Block, Inc.; Castro Valley (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and serve clients. You will conduct client interviews, handle individual and business returns, provide IRS support and audit guidance, and collaborate with a local office team

Qualifications

• Must complete continuing education and meet IRS and state requirements.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills to explain tax concepts clearly.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and uncover tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client interviewing

Communication

Tax knowledge

IRS/state requirements

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem/UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan to reward impact as you build tax expertise and serve clients. You will conduct client interviews, handle individual and business returns, provide IRS support and audit guidance, and collaborate with a local office team